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Can you make money while honoring your soul's purpose? Yes, absolutely yes. You have been called to serve with your heart & soul, but your gifts are not meant to serve only others. You are meant thrive. Open your heart to a practice that serves you & your clients. Marketing + Wellness is honored to partner with you on the journey through successful & soulful marketing in business.

Apr 18 More Clients With Less Work: Automate Everything

I want more clients but the busy work that comes with scheduling and payments in addition to the personal time with clients; I just don’t think increasing volume is sustainable.

You need balance. Work-life balance AND balance in doing the work you love versus the busy work of admin duties. Automating everything: scheduling, money exchanges, accounting, & marketing leaves you with time and energy to do your hearts work and serve your clients. Freeing up the time spent on admin gives you more time for clients so that growing your business volume and revenue isn’t nearly as intimidating.

Scheduling: If you’re spending time emailing and texting back and forth with clients to schedule an appointment, you’re wasting hours a week not to mention your sense of well being. Imagine if you have that time to focus on the present and just be. Acuity Scheduling is hands down the best online scheduler. When your clients can easily access time with you, they’ll do more of it. Why Acuity?

Clients can easily schedule and reschedule if needed. They receive either text or email reminders depending on their preferences.

Customer accounts: they don’t have to enter in all of their data every time they log in to schedule.

Create intake forms that clients complete during the booking process. This data is exportable and can go to google sheets (ask your EMR if you can integrate this feature).

You can set parameters concerning how much advance notice is needed to schedule an appointment or reschedule. You can set terms such as “50% cancellation fee” etc.

Customize your availability for days of the week and office hours and block off time for lunch or personal time off.

It integrates to your calendar of choice and sends you text or email reminders for appointments.

User friendly app for your smart phone.

Manually add clients and appointments if you need to, but be mindful of setting boundaries and having people use this feature themselves. The whole purpose of automation is to preserve your time.

Appointment blocks: you can set the length of the appointment, how much buffer time you need between appointments, and you can set Acuity to schedule them back to back or to minimize gaps between appointments.

HIPPA compliant option for $50/month. And remember that GSuite is HIPPA compliant for storage of any health intake forms.

MONEY MANAGEMENT: Managing money is one of the hardest things to incorporate into a small or solo business. It can create issue in your healing relationships and invite negative vibes into the therapeutic space if your client has issues with money. Acuity Scheduling has a solution for this!

Payments! Money management is a huge time saver and you can require partial or full payment at the time of scheduling. Knowing you’re getting paid for your work is a massive stress saver.

Options for Payment plans & Subscriptions that auto draft from the clients preferred card on the day of the month you choose. Predictable income is a massive stress reducer. Acuity offers a E-gift card option as well that you can customize to match your brand.

Payments can be integrated for automatic recording in Quick Books, Fresh Books, or Zero.

Getting all of this set up takes time and attention to detail. Break it down into little steps and automate everything! Once everything is set up, you’ll be amazed at how simple running your business has become and relish the extra time you have to nourish yourself.

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Wondering why your site isn’t ranking on Google? Can you imagine never needing to pay for another Google ad? We know what to do. Marketing + Wellness will work our SEO magic on you Squarespace site & email you a list of recommended modifications to your site to help you generate traffic & clients. #gratitude #integrativemedicine #webdesign #midwife #marketinghealth #marketingwellness #marketing

When marketing it’s easy to think “any client is a good client. I need to appeal to everyone.” But you simply cannot appeal to everyone and being clear on your brand is the first step in bringing in a consistent flow of clients who need you and your offerings. Our Clarity exercise is available in our library, Link in bio. Get clear on how you can honor others while reaching your full potential and goals in business. #gratitude #integrativemedicine #webdesign #midwife #doula #marketing

Meet @austinfamilyclinic Their new site launched today!! This Full Web Design Service + Content Creation + SEO Foundation was by far one of the most nourishing sites we’ve created. This Austin based integrative family practice is just a dream. Follow @austinfamilyclinic for a link to this gorgeous site. #atx #integrativemedicine #integrativehealth #midwife #gratitude

On money, gifts, & God. How do we focus on making money while still holding true to our soul’s purpose?! It isn’t easy and the first step is making peace with money. Our money series is here to guide you. Link in bio. #integrativehealth #gratitude #webdesign #midwife #doula

FREE!!! Our Money + Soul E BOOK is now free to you in the Library of our @marketingwellness website. Link in bio. Why are you giving all of this amazing info away?! Because you- we love you and want you to thrive in business and life. We broke it down into articles by topic and can’t wait to see you start to transform your business. New articles full of soul nourishing, money generating tips in progress. Sign up on our mailing list so you don’t miss a thing. #gratitude #wellness #webdesign #midwife #doula

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We’re honored to journey with you in transforming your marketing efforts. Using the tools in our library you’ll be able to focus your efforts and attract you ideal client while earning the income you deserve.